See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,698 | $197,591-95.1% | $177,821-94.5% | $158,922-93.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 47.60% | 58.76%-11.2pp | 48.32%-0.7pp | 302.83%-255.2pp |
| Employer contribution / active EE | $1,654 | $6,697-75.3% | $5,918-72.0% | $4,761-65.3% |
| Participant deferral / active EE | $5,581 | $8,405-33.6% | $7,714-27.6% | $5,982-6.7% |
| Admin fee / account holder | $3 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |